&Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

&Partners’s Portfolio PSK Stock Details PSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.01M	Buy	130,181 +11,211	+9%	+$358K	0.02%	602
2025 Q4	$3.98M	Buy	118,970 +1,205	+1%	+$39K	0.02%	575
2025 Q3	$3.89M	Buy	117,765 +1,012	+0.9%	+$33K	0.02%	502
2025 Q2	$3.72M	Buy	116,753 +28,025	+32%	+$886K	0.03%	455
2025 Q1	$2.88M	Buy	88,728 +1,791	+2%	+$59.5K	0.03%	428
2024 Q4	$2.95M	Buy	86,937 +53,840	+163%	+$1.86M	0.04%	386
2024 Q3	$1.18M	Buy	+33,097	New	+$1.15M	0.02%	508

Other funds holding PSK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

&Partners's PSK Position: Q1 2026 in Review

&Partners increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 9.4% in Q1 2026, buying an estimated $358K and bringing the position to 130,181 shares worth $4.01M. The position accounts for 0.02% of the portfolio, ranked #602.

&Partners first reported a position in PSK in Q3 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

&Partners held 130,181 shares of State Street SPDR ICE Preferred Securities ETF worth $4.01M as of Q1 2026.
&Partners bought 11,211 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $358K.
State Street SPDR ICE Preferred Securities ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #602 holding.
&Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.